Our Team

When you choose CRP as your financial advisor, you don’t get an individual-you get a team!

As our name indicates we are a group of professionals, teamed together to provide essentially all of your financial needs from the basic investment plan to the most complex financial or retirement design.

Andy Barkate is the president of California Retirement Plans LLC and is a retirement planning advisor and counselor for the non-securities side of our business. Andy also works with our clients in the area of retirement planning, 401k/pension consultation, annuities, insurance and financial planning. Andy is 29 year veteran of the financial services industry and is also the TV on-air financial consultant  on ABC 23 and  on radio at KZIQ . Andy holds a Masters degree in Financial Planning, a destination held by less than 1% of those in the financial services industry. in addition he also holds a destination of “Certified College planning Specialist”.

Tracey Barkate has been in the financial services industry for over 12 years and handles all of the financial services business. During that time she has obtained the knowledge and the expertise to provide you with the tools that will aid you in reaching your financial goals.

Dianna Jones is the office administrator and customer support coordinator; she has been with our firm for over 12 years and she is the person to talk to for any account service needs- i.e. distributions from your account, address changes, etc

Lynette Wright provides both office and customer support; she has a long history in the financial services business and has been with our firm over 1 year. She is the person to talk to for any account service needs- i.e. distributions from your account, address changes, etc

We also have a strong referral system, networking with reputable professionals to service you in areas such as tax planning, legal counsel, group and individual health insurance, and pension administration.

 

California Retirement Plans LLC is neither a licensed securities broker/dealer nor a Registered Investment Adviser. Any discussion regarding retirement planning should not be construed as investment solicitation or investment advice.